AVUQ vs AOK overlap

AVUQ and AOK overlap 0.0% by weight, across 0 shared holdings.

AVUQAOK

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

AVUQ0.0% of the fund is in shared holdings, of 598

AOK0.0% of the fund is in shared holdings, of 7

These funds report on different dates (AVUQ: May 31, 2026, AOK: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: AVUQ, SEC Form N-PORT, May 31, 2026; AOK, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 204 holding any

AVUQ12.4% of its 13F dollars, 25.9% of its 27 holders

AOK11.9% of its 13F dollars, 3.8% of its 184 holders

Largest institutions holding both

Firm	AVUQ	AOK
LPL Financial LLC	$399K	$26.1M
Strategic Blueprint, LLC	$18.0M	$739K
NewEdge Advisors, LLC	$10.8M	$136K
Citadel Advisors LLC	$682K	$1.1M
Bank of Montreal	$849K	$303K
AE Wealth Management LLC	$11K	$919K
Farther Finance Advisors, LLC	$57K	$67K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: AVUQ institutional holders, AOK institutional holders.

Frequently asked questions

How much do AVUQ and AOK overlap?

0.0% by weight, with 0 holdings in common, using holdings for AVUQ as of May 31, 2026 and AOK as of July 31, 2026.

Do institutions hold both AVUQ and AOK?

7 Form 13F filers report positions in both, out of 204 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.